Kate Evans

You get the best of both worlds when you work with Kate: Straight-talking from a Chartered financial planner.

Chartered status demonstrates Kate’s commitment to raising her standards above the minimum required to be a financial planner, for the benefit of her clients. When you see the Chartered badge, you know you’re working with someone who puts professionalism, integrity, and your best interests first.

MCIPS (Member of the Chartered Institute of Procurement and Supply). Awarded by the Chartered Institute of Procurement & Supply (CIPS) after demonstrating competence through the CIPS qualifications and gaining relevant experience. This qualification signifies expertise, ethical commitment, and commercial acumen, leading to increased employability and higher earning potential in the procurement sector.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business.

This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: the supervisor's role in a regulated organisation; recruitment, training, attaining competence, maintaining competence and supervising competence; management information and performance standards; Financial Conduct Authority rules and guidelines in respect of competence and supervision; the legal and regulatory aspects of employment and supervision.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification develops an understanding of the financial services industry, including regulation and legislation.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.